Job Description

We are seeking a dedicated Relationship Officer, also known as a Locality Success Agent, to join our dynamic team at Credit Direct Finance Company Limited. In this crucial role, you will be instrumental in cultivating and strengthening relationships with various associations within your designated localities. Your primary focus will be on driving sales conversions and promoting the adoption of our financial products at the grassroots level. You will collaborate closely with Association Ambassadors, providing them with the support and guidance needed to foster engagement and ensure seamless product integration.

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Required Skills

Relationship ManagementSalesCommunity EngagementTeam LeadershipFinancial Product KnowledgeCustomer ServiceLead GenerationSales ConversionOnboardingMarketing CampaignsPerformance TrackingReporting

Key Responsibilities

  • Build and maintain strong relationships with association leaders and members.
  • Address and resolve any challenges or complaints from associations.
  • Respond to, qualify, and track inbound leads to ensure high conversion rates.
  • Serve as the main point of contact for associations, addressing inquiries and needs.
  • Manage and support a team of Association Ambassadors.
  • Conduct training sessions for Ambassadors and association members.
  • Facilitate smooth onboarding for new association members.
  • Guide Ambassadors in promoting financial inclusion products.
  • Collaborate with the Business Development Lead on association onboarding.
  • Develop and implement local sales strategies.
  • Work with the marketing team on locality-specific promotional campaigns.
  • Track and report on sales conversion rates and gather member feedback.

Qualifications

  • Bachelor's degree in Business Administration, Marketing and Sales, Finance, Accounting, or a related field.
  • Minimum of 3 years of experience in a related field within the financial services industry.

Benefits & Perks

  • Competitive Salary
  • Quarterly Performance Pay
  • Transport Subsidy
  • Staff Bus
  • Hybrid Work Arrangement
  • 13th Month Salary
  • Leave Allowance
  • Profit Sharing

How to Apply

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This role is pivotal in fostering strong community ties and driving financial product adoption. You'll build and manage relationships with local associations, ensuring successful product integration and sales conversions through dedicated support and strategic engagement.

Posted Date

January 27, 2026

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